Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 32 | $96.2M | +$8.22M | -$6.12M | +$2.09M | VCSH, VCIT, SCHV, VBR, DXJ | 13F-HR | 4/9/2025, 08:51 PM |
Q4 2024 | 31 | $94.7M | $0 | $0 | SCHV, VBR, VCSH, VCIT, DXJ | 13F-HR | 1/16/2025, 08:44 PM |